Avantax Planning Partners, Inc. Consumer Staples Sector Spdr Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$66.22 - $72.3 $10,793 - $11,784	-163 Reduced 4.49%	3,468 $249,000
Q3 2023 Nov 03, 2023	SELL	$68.8 - $76.1 $21,534 - $23,819	-313 Reduced 7.94%	3,631 $249,000
Q2 2023 Jul 17, 2023	BUY	$72.59 - $77.5 $4,645 - $4,960	64 Added 1.65%	3,944 $292,000
Q4 2022 Feb 09, 2023	SELL	$71.53 - $77.19 $509,508 - $549,824	-7,123 Reduced 64.74%	3,880 $289,000
Q3 2022 Oct 14, 2022	BUY	N/A	253 Added 2.35%	11,003 $734,000
Q2 2022 Jul 18, 2022	SELL	N/A	-74 Reduced 0.68%	10,750 $776,000
Q1 2022 May 09, 2022	SELL	N/A	-598 Reduced 5.24%	10,824 $821,000
Q4 2021 Jan 28, 2022	BUY	N/A	356 Added 3.22%	11,422 $881,000
Q3 2021 Oct 27, 2021	BUY	N/A	916 Added 9.02%	11,066 $762,000
Q2 2021 Aug 10, 2021	BUY	N/A	1,089 Added 12.02%	10,150 $710,000
Q1 2021 May 06, 2021	BUY	N/A	185 Added 2.08%	9,061 $619,000
Q4 2020 Feb 04, 2021	BUY	N/A	8,876 New	8,876 $599,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,694 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	1,694 New	1,694 $91,000
Q2 2018 Aug 13, 2018	SELL	N/A	-3,095 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	3,095 New	3,095 $163,000

Others Institutions Holding XLP

# of Institutions

1,312

Shares Held

172M

Call Options Held

13.4M

Put Options Held

18.7M

About CONSUMER STAPLES SECTOR SPDR

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